Rise Advisors, LLC New Holdings in Q1 2025

Rise Advisors, LLC

  • $220 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BKNG
Booking Holdings Inc.

Consumer Cyclical
20
New
$4295.4 - $5141.88 $85.9K - $103K
20 $92K
IWP
Ishares Russell Mid Cap Growth

ETFs
780
New
$114.9 - $139.6 $89.6K - $109K
780 $91K
L
Loews Corp

Financial Services
937
New
$81.13 - $91.91 $76K - $86.1K
937 $86K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
758
New
N/A
758 $65K
APO
Apollo Global Management, Inc.

Financial Services
309
New
$126.01 - $172.06 $38.9K - $53.2K
309 $42K
SSB
South State Corp

Financial Services
351
New
$89.4 - $108.33 $31.4K - $38K
351 $32K
FNF
Fidelity National Financial, Inc.

Financial Services
491
New
$54.25 - $65.27 $26.6K - $32K
491 $31K
GWRE
Guidewire Software, Inc.

Technology
168
New
$166.74 - $218.22 $28K - $36.7K
168 $31K
RDVY
First Trust Rising Dividend Ac

ETFs
525
New
$57.22 - $63.39 $30K - $33.3K
525 $30K
CRS
Carpenter Technology Corp

Industrials
170
New
$172.39 - $212.53 $29.3K - $36.1K
170 $30K
MLI
Mueller Industries Inc

Industrials
391
New
$76.14 - $82.67 $29.8K - $32.3K
391 $29K
CCI
Crown Castle International Corp

Real Estate
271
New
$84.33 - $106.39 $22.9K - $28.8K
271 $28K
DGRO
Ishares Core Dividend Growth E

ETFs
445
New
$60.46 - $64.42 $26.9K - $28.7K
445 $27K
ENTG
Entegris Inc

Technology
292
New
$87.48 - $109.53 $25.5K - $32K
292 $25K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
730
New
$30.38 - $34.94 $22.2K - $25.5K
730 $24K
INSM
Insmed Inc

Healthcare
316
New
$65.25 - $83.83 $20.6K - $26.5K
316 $24K
AVTR
Avantor, Inc.

Basic Materials
1.52K
New
$15.5 - $22.57 $23.6K - $34.4K
1.52K $24K
FLEX
Flex Ltd.

Technology
754
New
$32.92 - $44.46 $24.8K - $33.5K
754 $24K
IYE
Ishares Tr

ETFs
467
New
$45.23 - $49.95 $21.1K - $23.3K
467 $23K
OPCH
Option Care Health, Inc.

Healthcare
637
New
$22.7 - $35.2 $14.5K - $22.4K
637 $22K
ESNT
Essent Group Ltd.

Financial Services
390
New
$53.6 - $59.25 $20.9K - $23.1K
390 $22K
BHLB
Berkshire Hills Bancorp Inc

Financial Services
844
New
$25.75 - $30.48 $21.7K - $25.7K
844 $22K
XEL
Xcel Energy Inc

Utilities
318
New
$63.37 - $72.1 $20.2K - $22.9K
318 $22K
GBCI
Glacier Bancorp, Inc.

Financial Services
486
New
$43.81 - $52.23 $21.3K - $25.4K
486 $21K
HUM
Humana Inc

Healthcare
82
New
$249.11 - $303.11 $20.4K - $24.9K
82 $21K
HFWA
Heritage Financial Corp

Financial Services
872
New
$23.08 - $25.77 $20.1K - $22.5K
872 $21K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
757
New
$27.01 - $28.54 $20.4K - $21.6K
757 $21K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
42
New
$507.05 - $563.67 $21.3K - $23.7K
42 $21K
PEN
Penumbra Inc

Healthcare
79
New
$237.28 - $303.76 $18.7K - $24K
79 $21K
HOMB
Home Bancshares Inc

Financial Services
726
New
$27.23 - $31.23 $19.8K - $22.7K
726 $20K
AMH
American Homes 4 Rent

Real Estate
534
New
$34.43 - $37.81 $18.4K - $20.2K
534 $20K
PSTL
Postal Realty Trust, Inc.

Real Estate
1.44K
New
$12.42 - $14.39 $17.8K - $20.7K
1.44K $20K
MOFG
Mid West One Financial Group, Inc.

Financial Services
646
New
$27.63 - $32.79 $17.8K - $21.2K
646 $19K
CG
Carlyle Group Inc.

Financial Services
439
New
$40.03 - $56.96 $17.6K - $25K
439 $19K
UBSI
United Bankshares Inc

Financial Services
564
New
$34.03 - $39.27 $19.2K - $22.1K
564 $19K
KRG
Kite Realty Group Trust

Real Estate
819
New
$21.24 - $25.05 $17.4K - $20.5K
819 $18K
VTR
Ventas, Inc.

Real Estate
269
New
$56.9 - $70.47 $15.3K - $19K
269 $18K
WTRG
Essential Utilities, Inc.

Utilities
480
New
$33.49 - $40.57 $16.1K - $19.5K
480 $18K
TPL
Texas Pacific Land Corp

Energy
14
New
$1180.08 - $1431.01 $16.5K - $20K
14 $18K
CNHI
Cnh Industrial N.V.

Industrials
1.73K
New
N/A
1.73K $18K
VBTX
Veritex Holdings, Inc.

Financial Services
760
New
$23.47 - $27.67 $17.8K - $21K
760 $18K
WAL
Western Alliance Bancorporation

Financial Services
240
New
$72.65 - $94.0 $17.4K - $22.6K
240 $18K
IRT
Independence Realty Trust, Inc.

Real Estate
856
New
$18.23 - $21.8 $15.6K - $18.7K
856 $18K
VLY
Valley National Bancorp

Financial Services
2.11K
New
$8.56 - $10.42 $18.1K - $22K
2.11K $18K
CAC
Camden National Corp

Financial Services
469
New
$40.28 - $46.52 $18.9K - $21.8K
469 $18K
YORW
York Water CO

Utilities
497
New
$30.03 - $35.0 $14.9K - $17.4K
497 $17K
FBMS
First Bancshares Inc

Financial Services
508
New
$32.86 - $38.98 $16.7K - $19.8K
508 $17K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
233
New
$60.74 - $73.87 $14.2K - $17.2K
233 $17K
ASB
Associated Banc Corp

Financial Services
776
New
$21.06 - $25.63 $16.3K - $19.9K
776 $17K
Activity Summary
Buys All Purchases 848 New Holdings 466 Increased Positions 382 Sells All Sells 580 Reductions 580 Sold out 0 Options Calls 0 Puts 0
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